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Rick Wedell

Rick Wedell

Chief Investment Officer

Rick Wedell is Partner and Chief Investment Officer of RFG Advisory and supports AimWell Financial through RFG's Investment Team.

Rick joined RFG Advisory in 2016 and leads the firm's investment team, providing strategic insight on asset allocation, portfolio construction, and multi-asset portfolios. He also leads the design and ongoing enhancement of RFG's Bluemonte investment platform.

Before joining RFG, Rick spent 12 years at Bain Capital Credit, where he rose to Executive Vice President, Head of Fixed Income Consumer Investments, and Assistant Portfolio Manager.

Rick earned his MBA from Stanford Graduate School of Business, where he was named a Henry Ford II Scholar. He studied Applied Mathematics & Economics at Harvard and graduated Magna Cum Laude.

For AimWell clients, Rick's role adds the resources and perspective of RFG's broader investment platform behind a relationship that remains personal and centered on the client's financial plan.

Rick Wedell is Partner and Chief Investment Officer of RFG Advisory and shouldn’t be presented as an AimWell employee.

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